This guide will show you how to create a report on the number of continued professional development (CPD) training hours each employee has completed in a specified timeframe.

Building the Report

Go to Reporting/Reports > Report Admin > Report Designer
Select Insert New Record

Follow these steps along each page of the wizard:

Step 1 - Design a new report
Step 2 - Select Training as the Master table on the left-hand side of your screen and insert the fields listed in the table below

Note: Once you have select Training as your Master table, do not change it. The other tables you will need can be found at the bottom of the list on the left hand side.

Table	Field Name	Option
Training	End date	Optional
Training	Start date	Compulsory
Training	Title	Compulsory
Training	Total days	Compulsory
Training	Training CPD	Compulsory
Department	Department	Optional
Personal Details (Person)	Name	Compulsory

Note: ‘Department’ (OrgUnit1) may be called something different in your system, this is a configurable field.

Step 3 - You do not need to select any data rules
Step 4 - Do not include an additional table
Step 5 - Include a standard set of current staff
Step 6 - Include a filter form of Training

Step 7 - Finish your report by including a Title, Description and selecting a Report Group
Select Save and you will now be able to enter your filter details in the training filter form to export your report
Click Continue

Note: You do not need to enter data into every section of the training filter. You must select a date range, the other fields are optional

Creating a Report in Excel

The downloaded Excel document will have three worksheets included along the bottom, use the first worksheet called Report to create a Pivot Table. Once you enable editing on your Excel document, you can click into the Pivot Table square to begin including your fields
Drag the fields from your Pivot Table Field List to the appropriate boxes at the bottom. You can follow the image on the right to see a report based on each employee’s CPD training time by department

You can apply a Label Filter to the ‘Training CPD’ column for fields greater than 0 to remove any courses not counted as CPD

Once happy with the presentation of your report, check your template back in to save the formatting changes
Then click Edit Settings to enable it and grant access to the appropriate user roles for them to be able to run it from the Reports menu. See the linked guides for more details

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Reporting on CPD training

Contents

Building the Report

Creating a Report in Excel

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Contents

Building the Report

Creating a Report in Excel

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